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SOUND ASSET MANAGEMENT, INC.
CRD 144170
969 READING RD, SUITE K, MASON, OH, 45040, United States
Phone
513-755-8297
Fax
888-859-3888
Registration
— (—)
Source
State registered
Total AUM
$15.4M
Discretionary AUM
$15.4M
Team
1 total employees; 1 advisory reps; 55 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $8.0M |
| High net worth individuals | 6 | $7.4M |
Official SEC filing: View on IAPD